Transition sales crm from salesforce to quickbase sales crm
Pre-Transition Planning
Data Migration
- Navigate to Salesforce CRM
- Select the data to export
- Export data in the desired format
- Remove duplicate entries
- Standardize data formats
- Organize data into relevant categories
- Navigate to Quickbase CRM
- Select the option to import data
- Upload the exported data from Salesforce CRM
- Compare imported data with original data
- Check for any missing or incorrect data
- Ensure data relationships are maintained
- Identify corresponding fields in both systems
- Create a mapping table
- Map each field to its counterpart in Quickbase CRM
- Select a subset of data for migration
- Run the migration process
- Check for any issues or errors in the migrated data
- Write scripts to automate data extraction and transformation
- Use tools like ETL software
- Test the scripts for accuracy and efficiency
- Set deadlines for each migration phase
- Create a timeline with milestones
- Regularly update stakeholders on progress
- Provide training sessions on using Quickbase CRM
- Demonstrate how to access migrated data
- Offer support for any questions or issues
Use in Manifestly